ASPIRE Change Tracking

ASPIRE Change Tracking

See attached document for complete details. 


This document will identify the areas within ASPIRE that track changes to particular parts of a contract or account.  


Table of Contents

Contract Changes

Equipment records’ History tab

Collateral records’ History tab

Contract-Level Credit Adjudication

      Credit Decision History

      Contract Status History

      Credit Rating

      Credit Score

Account Level Credit Adjudication

      Credit Decision History

      Account Status History

      Credit Rating History

      Credit Score History

Document Management – Checklist tab

Lien History

      Receipt History Tab

    Status History Tab

 


    • Related Articles

    • Collateral Overview and Video

      See attached documents and linked video for complete details. The linked set of videos and related document attachments cover all aspects of working with collateral in ASPIRE. The linked 27 minute video covers the following topics: Collateral ...
    • How to utilize the Global Equipment Update Module

      The Global Equipment Update Module launches from the Contract Explorer > Equipment screen, and creates an Excel spreadsheet of the existing equipment line-items and details. It allows a user to edit data and import it back into ASPIRE for the same ...
    • How to split 1 piece of equipment into 2 pieces of equipment

      PROBLEM:  The lease contract was originally built with 1 equipment record that has a quantity of 1, however there are truly multiple equipment records on the contract.  The one piece of equipment is acting like an "umbrella" to carry the cost of ...
    • Updating equipment status when calculating a contract payoff

      Please see the attached document to learn how to update equipment status when processing a payoff. When you are calculating a contract payoff, it is easy to update the status of the associated equipment at the same time. The attached PDF outlines ...
    • Automation and Contract Profiles Training

      Please see the attachments for detailed information, recording available from within the Vimeo weblink Three Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Detailed Notes - Automation ...